Tereza Alvarado Pineda is a Planning Consultant at Fidelity Investments, a position she has held since 2023. She has been with Fidelity Investments since 2021, progressing through roles including Financial Representative and Relationship Manager. In her work, Tereza focuses on building and maintaining strong relationships with clients by understanding their priorities and collaborating to develop flexible financial plans that accommodate changes in their lives.

Samuel Valerio is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Ameriprise, Morgan Stanley, and various insurance agencies. He is also involved in insurance sales through W&R Insurance Agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Brian Turpen is a CFP® with 20 years of experience and currently serves as a financial advisor at Raymond James Financial in Houston, TX. He previously worked at Cuna Brokerage Services, Inc. and is an officer and vice president at First Community Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to deliver tailored advice and supports municipal and public finance work through a unique affiliation with a municipal advisor.

William Propper III is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Concourse Financial Group Securities Inc and 3 Mark Equities Inc. He also serves as president of 3 Mark Financial Inc, where he is involved in recruiting and marketing activities. He is additionally engaged in brokerage of life settlements and offers annuity products and life settlements through affiliated entities. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers, offering various program structures and custodial relationships.

John Babu is a financial advisor with Cetera, holding a PFS™ designation and Series 65 and 63 licenses, and has nine years of industry experience. He also serves as the managing member of JJB CPA Group PLLC, where he provides accounting, tax, payroll, and consulting services alongside financial planning and investment management. Additionally, he acts as an insurance agent for fixed insurance products. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, with access to both affiliated and third-party investment managers, supporting a diverse set of program structures and custodial relationships.

Benjamin Dawson is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and previously worked at Ecolab and PwC before joining Morgan Stanley in 2018. Dawson has been part of Morgan Stanley Private Bank since 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services through its Financial Advisors and Estate Planning Strategies Group.

Jordan Powell is a financial advisor with Charles Schwab who holds a Series 66 designation and has six years of industry experience. His prior work includes roles at TD Ameritrade and Charles Schwab Bank, as well as a position as a substitute teacher within Klein Independent School District. Powell has also worked in athletic and retail environments early in his career. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary client guidance with access to discretionary separately managed accounts and a formal alternative investment program.

Shane Theriot is a CFP® designated financial advisor with Edward Jones in Katy, TX, and has eight years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Jeffery Van Wart Jr. is a Series 66-credentialed financial advisor with two years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at King Capital Advisors, Brady Machine Works, and Hammer Trading. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of financial professionals.

Michael Peschke is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation. Outside of his advisory role, he serves as a fill-in pastor on Sundays for churches in need through the Trinity Conference of the Global Methodist Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Joseph Stassi Jr. is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at firms including Sigma Financial Corporation, SPC, WFG Advisors, Ameriprise, Morgan Stanley, and Citigroup Global Markets. Outside of advisory work, he is involved as an independent agent in non-variable insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including third-party asset management and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Alex Shurin is a CFP® and ChFC® with 23 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. He has been with the firm and its predecessors since 2016 and is also involved in martial arts instruction and management at West Houston Shotokan Karate. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of solutions including planner-led wealth management, retirement income services, and online advice, using a committee-driven modeling process combined with planner delivery and discretion.

Cristian Martinez is a financial advisor at Fidelity with a Series 66 credential and one year of experience in the industry. Prior to joining Fidelity, he worked at JP Morgan Chase for three years and has held positions in various other companies including Old Second National Bank and eXp Realty LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an adviser to multiple registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks in its model portfolios.

Amir Abileah is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Foto Electric Supply Co. and Epilady USA Inc. He also serves as President of the Nine Oaks Condominium Association, a volunteer position on the homeowners association board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Joshua Graeff is a financial advisor with OSAIC, holding a Series 66 designation and 17 years of industry experience. He previously worked at Arbor Point Advisors, Securities America, KMS Financial Services, and Equitable Advisors. Outside of his advisory role, he serves as President of Northern Pacific Asset Management and is CFO and co-owner of his spouse’s esthetics company. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process utilizes model-based asset allocation, portfolio optimization, and a range of managed account programs supported by proprietary and third-party strategies.

Hank Shieh is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with J.P. Morgan entities since 2009, including 14 years at J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

Josie Ferman is a financial advisor with Fidelity in Sugar Land, TX, holding a Series 66 designation and currently with the firm since 2026. Her prior experience includes roles at Memorial Herman, SSAF LLC, the University of Houston, QuVa Pharma, Houston Community College, and Walgreens. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including model portfolios built from mutual funds, ETFs, and ETPs.

Julie Haviland is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 63 designation and bringing 30 years of industry experience. She has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor financial plans.

Alexander Streusand is a financial advisor at Merrill with 14 years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Merrill, he worked at Capital Group - American Funds Distributors, Inc., Franklin Templeton, and Invesco. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies managed by internal teams and third-party managers.

Mark Magee is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 licenses and 28 years of industry experience. His prior roles include 15 years at Edward Jones and four years at Chase Investment Services Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning and access to third-party asset managers, supported by research and operational tools.